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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,135 | $227,291-57.3% | $214,702-54.8% | $155,188-37.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.23% | 60.08%-47.8pp | 54.55%-42.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $425 | $6,772-93.7% | $6,461-93.4% | $4,248-90.0% |
| Participant deferral / active EE | $12,096 | $9,582+26.2% | $9,147+32.2% | $6,531+85.2% |
| Admin fee / account holder | $722 | $20,413-96.5% | $19,830-96.4% | $14,480-95.0% |